Paul Oliva
Managing Partner
Mendim Gecaj, CFP®, CPWA®
Principal
Barry Cohen, CPA, CFP®, CIMA®, CPWA®
Sr. Wealth Advisor
Ben Gyulambaryan, CFP®
Sr. Wealth Advisor
Bridger Dawson, ChFC®
Wealth Advisor
Bryan Bielawski, CPA, CFA®
Sr. Wealth Advisor
Constanza Low
Wealth Advisor
Cristina Levin, CFP®
Wealth Advisor
Marissa Nece
Wealth Advisor
Susan Portnoi, CPA/PFS
Sr. Wealth Advisor
Tess Bradshaw
Associate Wealth Advisor
Amanda O’Sullivan
Client Development Associate
Ben Bazelais
Relationship Manager
Helen Berlin
Service Operations Associate
Jesse Frehling, AIF®
Regional Vice President
Jesse Mignone
Manager, Client Service
Joe Scotti
Client Service Specialist
Kevin Moriarty
Portfolio Consultant
Victoria O’Tool
Financial Planner
Edward Dunphy
Regional Vice President
